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Kweichow Moutai (600519 CH)
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Consumer Staples
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China
Kweichow Moutai Co., Ltd. manufactures spirits. The Company's spirit products are distilled from sorghum and wheat. Kweichow Moutai markets its products worldwide.
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bullish
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Cross Asset Strategy
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20 Aug 2020 12:39
China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
Steven Holden
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344 Views
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bullish
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Quantitative Analysis
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07 Jul 2020 21:52
CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
Travis Lundy
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670 Views
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bullish
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MSCI Emerging Markets Index
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29 Jun 2020 23:52
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
Vermilion Research
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400 Views
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bullish
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Macroeconomics
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29 Jun 2020 04:23
Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
Diana Choyleva
220 Views
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bullish
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MSCI ACWI Index
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25 Jun 2020 21:37
Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
Vermilion Research
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365 Views
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